+88.0%
UUUU vs AEE
+38.7%
+49.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.2% | -5.1% | -6.0% |
| 7D | -5.0% | -0.7% | -4.3% | -4.8% |
| 30D | -7.8% | -2.0% | -5.8% | -7.4% |
| 3M | -0.4% | -2.8% | +2.4% | -0.2% |
| 6M | -32.9% | -3.6% | -29.3% | -32.7% |
| YTD | -6.3% | +7.3% | -13.6% | -9.3% |
| 1Y | +7.9% | +8.7% | -0.8% | +3.7% |
| 3Y | +85.2% | +46.0% | +39.2% | +52.2% |
| All | +88.0% | +38.7% | +49.3% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AEE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling